David Reeser, CTP

Managing Director
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

reeserd@pfm.com
717.231.6258 office

Specialties
Asset Management, Specialized Services

State & Local Governments, Charitable Institutions

Education
B.A. in Economics
Swarthmore College

MBA
Pennsylvania State University

Professional Designations or Licenses
Certified Treasury Professional (CTP)

IRS Enrolled Agent

FINRA Series 6 and 63 Licenses

Started with PFM: 1996

Started in the Field: 1995

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David Reeser joined PFM in 1996. He provides investment advisory services to state and local governments, government agencies and authorities and non-profit organizations. Dave works with organizations to develop and implement customized investment strategies for tax-exempt bond proceeds, indentured funds and operating reserves. He evaluates portfolio risk characteristics, cash flow requirements, performance and strategies to optimize investment returns. Dave developed several analytical tools utilized by PFM, including a sophisticated cash flow model that analyzes liquidity needs to determine an appropriate allocation among shorter- and longer-term investments, and a bond proceeds investment portfolio model.

Dave previously served as the director of the PFM Arbitrage and Tax Compliance Group. In this capacity, Dave managed client relationships, provided training and quality control and developed the methodology and approach utilized by the group. Dave is well versed in the applicable tax law, which has enabled him to develop solutions to complex tax circumstances and identify and implement liability reduction strategies.

Dave holds the Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licenses and he is a Certified Treasury Professional (CTP).

 
Contact

213 Market Street
Harrisburg, PA 17101

reeserd@pfm.com
717.231.6258 office

Specialties
Asset Management, Specialized Services

State & Local Governments, Charitable Institutions

Education
B.A. in Economics
Swarthmore College

MBA
Pennsylvania State University

Professional Designations or Licenses
Certified Treasury Professional (CTP)

IRS Enrolled Agent

FINRA Series 6 and 63 Licenses

Started with PFM: 1996

Started in the Field: 1995

Print/Save as PDF

Download Vcard

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